-83.7%
IRE vs BB
+68.9%
-152.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | 0.0% | +14.0% | +14.0% |
| 7D | +54.8% | -5.6% | +60.4% | +61.9% |
| 30D | +18.4% | -11.8% | +30.2% | +32.8% |
| 3M | -66.7% | -25.5% | -41.2% | -56.3% |
| 6M | -52.3% | +121.3% | -173.6% | -75.7% |
| YTD | -52.3% | +103.2% | -155.5% | -72.9% |
| All | -83.7% | +68.9% | -152.5% | -84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling